See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,603 | $105,181-86.1% | $159,436-90.8% | $85,850-83.0% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.8%+2.0pp | 69.3%+15.5pp |
| Annual return | 16.07% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,790 | $3,318-46.1% | $4,829-62.9% | $2,565-30.2% |
| Participant deferral / active EE | $2,584 | $5,945-56.5% | $7,352-64.9% | $3,952-34.6% |
| Admin fee / account holder | $359 | $6,933-94.8% | $10,799-96.7% | $6,260-94.3% |